A detailed history of Callan Family Office, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Callan Family Office, LLC holds 2,144 shares of CAT stock, worth $805,715. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,144
Previous 2,061 4.03%
Holding current value
$805,715
Previous $687 Million 22.15%
% of portfolio
0.14%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$316.8 - $391.12 $26,294 - $32,462
83 Added 4.03%
2,144 $839 Million
Q2 2024

Jul 25, 2024

BUY
$321.47 - $379.3 $382,870 - $451,746
1,191 Added 136.9%
2,061 $687 Million
Q1 2024

May 08, 2024

SELL
$278.63 - $366.43 $223,461 - $293,876
-802 Reduced 47.97%
870 $319 Million
Q4 2023

Feb 13, 2024

BUY
$226.05 - $298.12 $27,578 - $36,370
122 Added 7.87%
1,672 $494 Million
Q3 2023

Nov 14, 2023

SELL
$240.58 - $288.65 $34,884 - $41,854
-145 Reduced 8.55%
1,550 $423 Million
Q2 2023

Aug 14, 2023

SELL
$205.75 - $247.67 $6,172 - $7,430
-30 Reduced 1.74%
1,695 $417 Million
Q1 2023

May 12, 2023

SELL
$215.01 - $264.54 $3.02 Million - $3.71 Million
-14,027 Reduced 89.05%
1,725 $395 Million
Q4 2022

Feb 23, 2023

BUY
$171.23 - $243.14 $2.7 Million - $3.83 Million
15,752 New
15,752 $3.78 Billion

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $198B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
Track This Portfolio

Track Callan Family Office, LLC Portfolio

Follow Callan Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Callan Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Family Office, LLC with notifications on news.